Clark Wealth Partners’s MSCI MSCI Stock Holding History

Clark Wealth Partners’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.24K	Hold	4	–	–	﹤0.01%	406
2026 Q1	$2.16K	Sell	4 -3	-43%	-$1.69K	﹤0.01%	445
2025 Q4	$4.02K	Hold	7	–	–	﹤0.01%	359
2025 Q3	$4.02K	Sell	7 -3	-30%	-$1.7K	﹤0.01%	359
2025 Q2	$5.77K	Buy	10 +6	+150%	+$3.32K	﹤0.01%	270
2025 Q1	$2.26K	Hold	4	–	–	﹤0.01%	359
2024 Q4	$2.4K	Buy	+4	New	+$2.4K	﹤0.01%	325

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Clark Wealth Partners's MSCI Position: Q2 2026 in Review

Clark Wealth Partners held its MSCI (MSCI) position steady in Q2 2026 at 4 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Clark Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.77K in Q2 2025. 1,016 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Clark Wealth Partners held 4 shares of MSCI worth $2.24K as of Q2 2026.
Clark Wealth Partners left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #406 holding.
Clark Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's MSCI position peaked at $5.77K in Q2 2025.
1,016 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.